Schedule a complimentary initial consultation with one of our financial planners to understand your situation and evaluate your long term goals. Using The Feliciano Financial Blueprint we will organize and analyze your financial situation and help you make smart choices with money. Your custom financial plan is put into practice. We guide you along the way to stay organized, on track, and in control of your financial life.Financial Planning can be overwhelming. We are here to help. We developed The Feliciano Financial Blueprint Process to simplify the financial planning process and help people make smart choices with money.
Services
We help our clients be proactive and live life on purpose-lessons learned in the incredible story of the Feliciano family. Born in the Hell's Kitchen section of New York City, Jose Feliciano found his passion for the possibilities of life in East Texas. The oldest of five children born to an immigrant Puerto Rican father and German Irish mother, who were both deaf mutes, life on 47th Street in New York City wasn't easy for the young couple and their new baby boy.She explained that because babies kick their feet when they cry, all she had to do was lay me sideways next to her in bed - and the kicking from the crying would wake her up.
The Feliciano Financial Group has been in business since 1983 serving individuals, families, businesses and professionals throughout Texas. Our open and process-driven, client-centered approach, has helped make us one of the fastest growing and established financial services firms in Texas. To provide competent, prompt, client focused service which, in the same circumstances, we would expect for ourselves. Our mission is to inspire and motivate people to be proactive and to live their lives on purpose.
Every decision you make with money affects something else. Achieve simplicity and confidence in your retirement years with a simple process that helps you get organized, on track, and in control of all areas of your financial life. After your initial consultation we will create your personal and customized Feliciano Financial Blueprint.
Even if you're among the most methodical, conscientious savers, planning your financial future poses a daunting challenge. That's why many investors throughout Texas chose the Feliciano Financial Group to help them achieve their retirement goals. It's not just about your money, it's about your life.
Reviews (4)
Neil Rutledge
Feb 27, 2020
Travis Lowthorp
Jan 19, 2020
In a day where customer service is bragged upon but rarely fulfilled, this place has it figured out. We have the pleasure of being one of Jeff's, and his team, client on journey to a secure financial future. The group at Feliciano Financial Group goes the extra step in being responsive, tailoring a plan to your needs and understands the importance of why they do what they love, the customer.
I had the pleasure of reading the companies commitment statement which made me understand that they stand behind what they say. If you are in the process of trying to determine your financial future, give this company a chance to earn your business. The tools and resource they have will help you towards financial freedom then to a secure financial retirement. Thank you Feliciano Financial Group.
I had the pleasure of reading the companies commitment statement which made me understand that they stand behind what they say. If you are in the process of trying to determine your financial future, give this company a chance to earn your business. The tools and resource they have will help you towards financial freedom then to a secure financial retirement. Thank you Feliciano Financial Group.
Charles Morganti
Dec 27, 2019
We admit they are a very polite group of people but my wife and I do not believe that they had our best interests in mind based on the products, not investments, they put us in. Below is an excerpt from an SEC filing describing FSIC III a product that Feliciano Financial put $35,000.00 of our money into. In addition to the below information there has been over $500 in fees on this account and Feliciano collected a nice sales commission also.
The worst thing though is that we have been trying to get our money back for two and a half years from this product.the company just dribbles it back to us at whatever rate they want as the price per shares continues to plummet. We also held at Feliciano, within the same IRA, yes IRA, a product that we had to pay income tax on that we only found out about after tax filing deadline had passed.
We had to pay the tax, the late fee, a penalty and $200.00 filing fee to Felicianos holding firm for making the late filing, unbeknownst to us, on our behalf.it was one piece of paper. Below is above mentioned product information never divulged to us prior to the sale. SEC filing Excerpt FSIC III. An investment in our shares is not suitable for you if you might need access to the money you invest in the foreseeable future.
You may not have access to the money you invest for an indefinite period of time. You should not expect to be able to sell your shares regardless of how we perform. If you are unable to sell your shares, you will be unable to reduce your exposure on any market downturn. We do not intend to list our shares on any securities exchange during or for what may be a significant time after the offering period, and we do not expect a secondary market in the shares to develop.
If you are able to sell your shares before we complete a liquidity event, it is likely that you will receive less than you paid for them. We have implemented a share repurchase program, but only a limited number of shares are eligible for repurchase. In addition, any such repurchases may be at a price which is less than what you paid for the shares being repurchased. Pardon my French but there is no way in Hell that I'd allowed our money be put into such a product had I known how the fund itself described how little access "investors/suckers" like my wife and I had to EVER getting it back. As mentioned at the start of this. Nice Folks.but Caveat Emptor is imperative when dealing with them. My wife and I are 68 & 75 years not so young.
The worst thing though is that we have been trying to get our money back for two and a half years from this product.the company just dribbles it back to us at whatever rate they want as the price per shares continues to plummet. We also held at Feliciano, within the same IRA, yes IRA, a product that we had to pay income tax on that we only found out about after tax filing deadline had passed.
We had to pay the tax, the late fee, a penalty and $200.00 filing fee to Felicianos holding firm for making the late filing, unbeknownst to us, on our behalf.it was one piece of paper. Below is above mentioned product information never divulged to us prior to the sale. SEC filing Excerpt FSIC III. An investment in our shares is not suitable for you if you might need access to the money you invest in the foreseeable future.
You may not have access to the money you invest for an indefinite period of time. You should not expect to be able to sell your shares regardless of how we perform. If you are unable to sell your shares, you will be unable to reduce your exposure on any market downturn. We do not intend to list our shares on any securities exchange during or for what may be a significant time after the offering period, and we do not expect a secondary market in the shares to develop.
If you are able to sell your shares before we complete a liquidity event, it is likely that you will receive less than you paid for them. We have implemented a share repurchase program, but only a limited number of shares are eligible for repurchase. In addition, any such repurchases may be at a price which is less than what you paid for the shares being repurchased. Pardon my French but there is no way in Hell that I'd allowed our money be put into such a product had I known how the fund itself described how little access "investors/suckers" like my wife and I had to EVER getting it back. As mentioned at the start of this. Nice Folks.but Caveat Emptor is imperative when dealing with them. My wife and I are 68 & 75 years not so young.
Beth Page
Dec 09, 2019
I had the pleasure of visiting with Stacy Hayes today regarding many questions I had in regards to retirement options, after life decision, etc. etc. She was amazing! I was so impressed with your whole organization and she made me feel like I mattered. She cared enough to take time to listen to my needs and help me find a comfortable avenue to go down that would alleviate the stress of wondering if I made the right decision.
I'm so grateful to her and wanted to express my gratitude! Great employee, Great person, Great Advisor. Thank you can not express my gratitude. I hope you know how lucky you are to have her on your team. Beth Page New Client
I'm so grateful to her and wanted to express my gratitude! Great employee, Great person, Great Advisor. Thank you can not express my gratitude. I hope you know how lucky you are to have her on your team. Beth Page New Client
